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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

868 hedge funds and large institutions have $22.6B invested in iShares Core S&P Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 394 increasing their positions, 223 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+117
Holders Change %
+15.58%
% of All Funds
21.73%
Holding in Top 10
177
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+24.65%
% of All Funds
4.43%
New
152
Increased
394
Reduced
223
Closed
19
Calls
$23M
Puts
$5.22M
Net Calls
+$17.8M
Net Calls Change
+$10.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$415M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$378M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$149M
4
SIM
Scottrade Investment Management
Missouri
+$106M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
2
HI
Horizon Investments
North Carolina
-$95.5M
3
Principal Financial Group
Principal Financial Group
Iowa
-$29.5M
4
UCFA
United Capital Financial Advisors
Texas
-$27.8M
5
VA
Valmark Advisers
Ohio
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
651
Washington Trust Bank
Washington
$456K +$28.7K +870 +7%
CG
652
Caprock Group
Idaho
$452K -$88.2K -2,670 -16%
OIA
653
Optimum Investment Advisors
Illinois
$448K +$221K +6,670 +97%
SC
654
SouthState Corp
Florida
$447K – – –
OC
655
Oakworth Capital
Alabama
$446K – – –
AIA
656
Armor Investment Advisors
North Carolina
$444K +$444K +13,425 New
DY
657
Dowling & Yahnke
California
$443K – – –
BJL
658
Brighton Jones LLC
Washington
$438K -$452K -13,685 -51%
JIC
659
Joel Isaacson & Co
New York
$423K – – –
VWA
660
V Wealth Advisors
Kansas
$423K +$12.4K +375 +3%
SC
661
Savant Capital
Illinois
$421K -$13.6K -410 -3%
WP
662
WMS Partners
Maryland
$421K – – –
ANBT
663
American National Bank & Trust
Texas
$421K – – –
PSUF
664
People's United Financial
Connecticut
$420K +$2.48K +75 +0.6%
HL
665
HeadInvest LLC
Maine
$420K +$9.42K +285 +2%
CWM
666
Cranbrook Wealth Management
Michigan
$418K -$43.7K -1,320 -9%
LAM
667
Lebenthal Asset Management
New York
$416K +$327K +9,905 +368%
PCA
668
Personal Capital Advisors
California
$410K +$55.7K +1,685 +16%
AF
669
Arrow Financial
New York
$409K +$5.79K +175 +1%
GIA
670
Granite Investment Advisors
New Hampshire
$408K – – –
EAM
671
Evanson Asset Management
California
$404K +$165 +5 +0%
Toronto Dominion Bank
672
Toronto Dominion Bank
Ontario, Canada
$402K – – –
BA
673
BKS Advisors
Michigan
$402K +$92.4K +2,795 +30%
MPI
674
Mairs & Power Inc
Minnesota
$401K -$21.5K -650 -5%
PAS
675
Partnervest Advisory Services
California
$401K +$159K +4,795 +65%
25 26
27
28 29